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Task report

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Task reports provide basic statistics such as counting tasks in specific categories or summing the values of numeric fields on tasks.

You cannot see a report if it includes tasks you do not have access to.

There are three types of task report visualization:

  • Pie chart
  • Column chart
  • Tree view (with collapsed lines)

To change the current view, click one of the view buttons in the top-right corner of the chart area.

Report configuration

ElementDescription
NameThe report name is displayed in the header of each report.
Chart type

The visualization is presented by default after refreshing the page:

  • Column chart
  • Pie chart
  • Tree view
Formula
  • Task count – the number of tasks in chosen categories, e.g., the number of tasks with the "To do" status
  • Field sum – the sum of the selected 'Number' field values in a given category, e.g., the sum of all Story Points for tasks with the "To do" status
  • Time-type field - the sum of the "Time-type" field values, e.g. sum of the fields such as "Original estimate", "Remaining Estimate", "Time spent"

Depending on the count strategy, some fields may be unavailable for a given formula
(for example, task count would make no sense for a story points field; field sum would make no sense for a status field, etc.). 

Group by

Data presented can be grouped into different fields (up to four levels). It is possible to use fields from a task source (such as Jira and Trello) and/or built-in fields. 

Date filter

Only data that fits within the selected time frame is part of the report. 

Examples:

  • If you set the filter to Created date between March 1 and March 31, you'll get the sum of Story Points only from tasks created in March.
  • If you set the filter to Resolved date between April 1 and April 30, you can generate a "Task count" report showing how many Bugs were closed in April.

Without the date filter, you will get the count or sum from all tasks.

Narrow down

Use JQL to filter data for customized reports.

Examples:

  • Create a report focusing on Story Point burndown in open sprints with the following settings:
  • Create a report focusing on time logged by users in the current month:
  • Create a report focusing on open, high-priority bugs in team Alpha grouped by status:

Creating a multi-level report 

The Group by option allows you to break down data without the need to create multi-level reports.

In the example below:

  • First, data is grouped by Assignee,
  • Next, each chunk is further broken down by Status,


      

When you click on a data chunk, you go to the level below. 

Example

  Click to expand

First 'Group by' level: by Assignee.

When the mouse cursor hovers over an element, the second level of data grouping is visible ('Assignee' details for a status).

After a chunk has been selected (clicked) → Second 'Group by' level: by Status.

Navigating between 'Group by' levels (with breadcrumbs)

The chart shows data from the 'Group by' level that you are on. You can click on a chart (on a particular data slice) to go to a lower level.

Breadcrumbs can be used to navigate back to a higher level of grouping.



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